BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$249M
2 +$189M
3 +$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1 +$7.96M
2 +$3.2M
3 +$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$30.2M 0.46%
214,590
+94,013
52
$29.5M 0.45%
94,503
+63,804
53
$29M 0.44%
149,209
+80,934
54
$26.3M 0.4%
252,646
+160,120
55
$26.1M 0.4%
102,282
+52,928
56
$25.8M 0.39%
86,468
+48,638
57
$23.8M 0.36%
151,947
+65,960
58
$23.8M 0.36%
99,517
+78,305
59
$23.3M 0.35%
53,097
+43,055
60
$22.7M 0.34%
66,628
+51,327
61
$22.1M 0.34%
412,220
+45,210
62
$21M 0.32%
31,987
+26,963
63
$20.9M 0.32%
68,159
+42,936
64
$20.8M 0.32%
157,204
+67,728
65
$19.3M 0.29%
130,560
+84,855
66
$19.3M 0.29%
63,690
+43,249
67
$18.2M 0.28%
39,070
+25,610
68
$16.6M 0.25%
150,908
+124,446
69
$16.2M 0.25%
+25,080
70
$15M 0.23%
97,502
+76,859
71
$14.9M 0.23%
132,325
+110,590
72
$14.8M 0.22%
29,503
+27,854
73
$12.7M 0.19%
261,049
+212,789
74
$12.7M 0.19%
86,997
+37,054
75
$12.5M 0.19%
68,051
+53,050